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Navis Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Navis Wealth Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,300
Closed -$204K – 205
2025
Q4 		$204K Buy
+2,300
New +$207K 0.09% 172

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Navis Wealth Advisors's VNQ Position: Q1 2026 in Review

Navis Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 2,300 shares — an estimated $204K sold.

Navis Wealth Advisors first reported a position in VNQ in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Navis Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 2,300 Vanguard Real Estate ETF shares in Q1 2026, an estimated $204K.
  • Navis Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Navis Wealth Advisors's Vanguard Real Estate ETF position peaked at $204K in Q4 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.